See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,177 | $102,966-68.8% | $90,281-64.4% | $152,861-79.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.82% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $121 | $3,139-96.2% | $2,854-95.8% | $4,762-97.5% |
| Participant deferral / active EE | $242 | $4,281-94.3% | $3,885-93.8% | $5,850-95.9% |
| Admin fee / account holder | $114 | $6,171-98.2% | $5,351-97.9% | $11,596-99.0% |